OVERVIEW
Workbooks CRM automates entire business, helping everyone work better, work together, and work in the right way with a single cloud-based solution.
DESCRIPTION
Introduction to Workbooks
Workbooks provides a cost-effective, feature-rich and cloud-based CRM solution that enables growing organisations to efficiently acquire, convert and retain customers. Workbooks helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, it empowers customer support teams to deliver exceptional service. Beyond this, the solution also includes order management, fulfillment, invoicing and supplier management.
Key Features of Workbooks
- Account & Contact Management
- Workflows & Automation
- Custom Layouts & Data Objects
- Reports & Dashboards
- Location Intelligence
- Mobile
- Security
- Audit Trail
- Sandbox & Testing
